In this article, you'll find all the information you need to import your transactions from Uphold to CryptoBooks via CSV.
How to download the Uphold CSV file
Follow these steps to download a CSV file from Uphold:
login into your Uphold account
click on the Activity icon from the menu on the left
click on the file icon placed at the top right
select Transaction History
lastly, click on the Generate Report button
Import your first CSV file into CryptoBooks
Follow these steps to create your connection to Uphold and import your first CSV:
login into your CryptoBooks account and from the menu, select Connections
click on the Add Connection button in the upper right corner
click on the Uphold Icon, you can use the Exchange filter or type "Uphold" in the Search Bar to find it easily
choose a Name for your connection
if you are a resident in Portugal or Spain, you'll be asked to choose the nationality of the intermediary. To know more, check this guide
select the first file you want to import
click on the Create Connection button in the upper right corner of the page
the import of the transactions from your CSV will begin!
Import additional CSV files into the Uphold connection
In the previous section of this article, you created the connection by importing the first CSV file. In this section, you’ll see how to import additional CSV files into the same connection:
login into your CryptoBooks account and from the menu, select Connections
find the Uphold line and click on the 3 dots to open the dropdown menu
click on the Add new CSV option
select the file you want to import
click on the Save edits button in the upper right corner of the page
the import of the transactions from your CSV will begin! Click Continue and repeat from step 4 for each additional CSV you want to import
